Woodworth, Inc. 401(k) Plan
Sponsored by Woodworth, Inc. · EIN 382905648 · Plan #001
- Total assets
- $5.3M
- Net assets
- $5.3M
- Active participants
- 219
- With balances
- 197
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $14,789 |
| The Benefit Advantage Inc | Contract administrator, Direct payment from the plan, Other services | $8,340 |
| Kestra Advisory Services, Llc | Investment advisory (plan), Direct payment from the plan | $8,027 |
| Empower Annuity Insurance Co Of Ame | Recordkeeping fees | $2,215 |
| Empower Advisory Group Llc | Investment management | $1,841 |
| Morningstar Inc | Investment advisory (participants), Consulting fees, Other fees | $580 |